Estate Planning
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Adviser conversations linked to higher charitable giving in Wills, new research shows
Professional advisers are playing a critical role in shaping clients’ decisions to include charitable gifts in their Wills, according to new consumer…
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Experts react as IHT rakes in record £7.7bn in February, exceeding last year’s total by £132mn
This morning’s HMRC update shows that Inheritance Tax (IHT) receipts totalled £7.7 billion through the first eleven months of the 2025/26 financial…
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Pension IHT overhaul locked in as Finance Bill set to receive Royal Assent | Quilter’s Adam Cole comments on what it means for advisers
The Finance Bill is set for Royal Assent, confirming that from April 2027, unused pension funds will fall fully within the scope…
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New RBC Brewin Dolphin research reveals legacy planning gap
New research from wealth manager RBC Brewin Dolphin has found that a significant proportion of people have not implemented proper legacy planning.…
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STEP launches Barometer report to spotlight global trends in family wealth and succession planning
STEP, the professional body for trust and estate practitioners, has published its STEP Barometer 2026: Global trends in family wealth and succession planning. The…
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Inheritance tax reforms drive demand for ‘gifting with control’ as wealthy families rethink succession plans
High Net Worth families are increasingly turning to ‘gifting with control’ strategies as inheritance tax (IHT) reforms prompt a reassessment of how…
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IHT on pensions amendments set for third reading in the Commons
Rachel Vahey, Head of Public Policy at AJ Bell, highlights new amendments to the Finance (No. 2) Bill that underline how complex…
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Onshore Bonds: a growing opportunity amid tax reform
When Chancellor Rachel Reeves concluded her Autumn 2024 Budget speech, having announced changes to Capital Gains Tax (CGT) and plans to bring…
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What advisers should focus on: Pensions and Inheritance Tax (IHT) from April 2027
Despite the Government making concessions on a whole host of policies, it is now becoming increasingly clear that IHT on pension funds…
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‘Inheritance timebomb’: 3 in 5 people in their 40s and 50s don’t have a will – leaving families at risk of costly disputes
A growing inheritance crisis is emerging across the UK, with people in their 40s and 50s – the very stage of life…
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